What if the Fed doesn’t cut interest rates this year?
Capital Group’s Darrell Spence, Economist, sees three solid reasons to keep the federal funds rate right where it is throughout 2024.
Capital Group 30th Apr 2024
Can Europe’s largest economy adapt to a shifting global landscape?
Despite intensifying concerns around deindustrialisation, German manufacturing is quickly adapting to the new economic paradigm.
Separating AI hype from investment opportunity
Capital Group explores whether generative AI has launched a lasting megatrend, or whether its potential been greatly exaggerated.
Fundamental research edge: bottom-up opportunities in IG credit
The current high level of yield available in investment grade corporate bonds provides an unprecedented opportunity to lock in attractive income and returns for years to come.
The Long View: four megatrends to watch
Capital Group’s portfolio managers and analysts are scouring the world for enduring trends that have the potential to transcend individual sectors and impact the broader investing landscape f...
abrdn | Wealth Wise - An insight into investment management
In this month’s podcast we discuss the importance of investing, and are joined by two abrdn investment managers as they share their passion and purpose when it comes to our customers.
Aberdeen Investments 29th Apr 2024
Fidelity International | Why a multi asset approach can deliver superior income outcomes
Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they need.
Fidelity International 29th Apr 2024
Baillie Gifford on high-calibre emerging markets companies
From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.
Baillie Gifford 26th Apr 2024
Baillie Gifford | Baillie Gifford on high-calibre emerging markets companies
The Week: Tech bust?
It’s been a tricky few weeks for the technology sector, after some early results suggested growth expectations may have gone too far.
Adviser-Hub 25th Apr 2024
Opportunities in the US market today
The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...
abrdn | How should investors navigate economic and political uncertainty?
In our latest Macro Bytes podcast abrdn's economists discuss the use of scenario analysis to help navigate uncertainty.
Aberdeen Investments 25th Apr 2024
Net-zero investing: searching for returns and real-world change
This paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and be...
Ninety One 24th Apr 2024
Notes from the road: how Australia’s largest investors are eyeing the EM opportunity
In this Q&A, Ninety One’s Varun Laijawalla, co-Portfolio Manager of the Emerging Markets Equity Strategy, shares feedback from his trip to Australia.
Frontier markets move to the fore
With compelling valuations and strengthening fundamentals, frontier markets are starting to move back onto asset allocators’ radars as the external backdrop improves. Careful navigation is ke...
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